IPA FOUNDATION (EIN 821554460) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

3603199524

Tax Period

2024-07-01 to 2025-06-30

IPA FOUNDATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $541K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 23% operating margin.

Mission

The mission of the IPA Foundation is to improve living conditions in Copan Ruinas Honduras or other foreign locations by improving access to education, health, and economic opportunities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $532,582

Program Service Revenue $0

Investment Income $8,620

Other Revenue $0

TOTAL REVENUE $541,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $414,250

Other Expenses $414,250

TOTAL EXPENSES $414,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$541,202	$320,728	+0.7%
Expenses	$414,250	$310,703	+0.3%
Net Income	$126,952	$10,025	+11.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNADETTE HALLIDAY	Treasurer	2.00	Officer Director	$0	$0	$0
PETER MARTIN	President	30.00	Officer Director	$0	$0	$0
TEAK MARTIN	Director	1.00	Director	$0	$0	$0
WALT GUTERBOCK	Vice President	1.00	Officer Director	$0	$0	$0
MARTY PEASE	Secretary	2.00	Officer Director	$0	$0	$0
SUZANNE RADENKOVIC	Director	0.00	Director	$0	$0	$0
RICHARD SENTNER	Director	0.00	Director	$0	$0	$0
TRACY DELORM	Director	0.00	Director	$0	$0	$0
MIKE GRIFFIN	Director	2.00	Director	$0	$0	$0
CATHERINE RIORDAN	Director	0.00	Director	$0	$0	$0
NANCY VOELCKERS	Director	0.00	Director	$0	$0	$0
DUANE CLARK	Director	0.00	Director	$0	$0	$0
LYNDA ROUTH	Director	0.00	Director	$0	$0	$0
Geline Cardwell	Director	0.00	Director	$0	$0	$0
STOWE TALBOT	Director	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$541,202	$414,250	$275,509	$126,952
2024	$320,728	$310,703	$146,577	$10,025
2023	$337,785	$301,558	$141,285	$36,227
2022	$286,793	$223,252	$100,325	$63,541
2021	$268,209	$247,553	$36,784	$20,656

IPA FOUNDATION